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Our Private Client Team provides expert, tailored advice to individuals and families on all aspects of personal wealth, estate planning and succession. Recognised for its expertise in complex trust, tax and succession matters, the team advises on wills, trusts, estate administration, inheritance planning, Powers of Attorney and Court of Protection matters, all managed with a highly personal approach. The highly regarded team has three recognised partners in The Legal 500. Collectively, the team is renowned for delivering exceptional client service, technical excellence and practical advice tailored to the needs of each client. The team now have an opportunity for a Solicitor to join them in a hybrid role from their Leicester hub.
Job Responsibility
Undertake fee earning work
Maintain existing relations with the firm’s clients
Assist and help develop new relationships with third party referrers
Conduct of private client and related matters on behalf of clients
Estate administration for taxable and non-taxable estates
Drafting Wills, Trusts and Powers of Attorney
Administration of trusts to include tax compliance work
Participate in the growth and future development of the department
Maintain orderly and up-to-date files
Complete time recording and other management records
Use case management programmes to run cases
Liaise with clients
Liaise with other professionals
Legal research
Financial control of your own matters
Recognise fee-earning opportunities
Requirements
2 -6PQE within Private Client
A caring nature
Personable, approachable and with a genuine interest in dealing with individuals and their families
Basic accountancy skills for reconciling client accounts